Capital Advisors Ltd’s Lamb Weston LW Stock Holding History

Capital Advisors Ltd’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$0	Sell	5 -129	-96%	-$5.56K	﹤0.01%	1491
2026 Q1	$6K	Buy	+134	New	+$5.98K	﹤0.01%	925
2025 Q4	–	Sell	-13	Closed	-$1K	–	1479
2025 Q3	$1K	Buy	13 +11	+550%	+$601	﹤0.01%	1227
2025 Q2	$0	Sell	2 -10	-83%	-$536	﹤0.01%	1511
2025 Q1	$1K	Sell	12 -143	-92%	-$8.1K	﹤0.01%	1214
2024 Q4	$10K	Buy	155 +131	+546%	+$9.77K	﹤0.01%	786
2024 Q3	$2K	Sell	24 -22	-48%	-$1.45K	﹤0.01%	1080
2024 Q2	$4K	Buy	46 +6	+15%	+$512	﹤0.01%	946
2024 Q1	$4K	Buy	40 +5	+14%	+$520	﹤0.01%	920
2023 Q4	$4K	Hold	35	–	–	﹤0.01%	899
2023 Q3	$3K	Sell	35 -13	-27%	-$1.32K	﹤0.01%	938
2023 Q2	$6K	Hold	48	–	–	﹤0.01%	796
2023 Q1	$5K	Buy	48 +13	+37%	+$1.29K	﹤0.01%	689
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	777
2022 Q3	$3K	Buy	35 +29	+483%	+$2.27K	﹤0.01%	754
2022 Q2	$0	Buy	+6	New	+$396	﹤0.01%	1184
2022 Q1	–	Sell	-9	Closed	-$1K	–	1089
2021 Q4	$1K	Buy	+9	New	+$519	﹤0.01%	707

Other funds holding LW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Ltd's LW Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Lamb Weston (LW) stake by 96% in Q2 2026, selling an estimated $5.56K and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Capital Advisors Ltd first reported a position in LW in Q4 2021 and has held it in 17 quarters since. The position peaked at $10K in Q4 2024. 555 funds tracked by Wall St. Rank hold LW as of Q2 2026.

Capital Advisors Ltd held 5 shares of Lamb Weston worth $0 as of Q2 2026.
Capital Advisors Ltd sold 129 Lamb Weston shares in Q2 2026, an estimated $5.56K.
Lamb Weston made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1491 holding.
Capital Advisors Ltd first reported a position in Lamb Weston in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Lamb Weston position peaked at $10K in Q4 2024.
555 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.